Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macro and Geopolitical Research House

Steno Signals #124 – Something is WRONG in bond markets

Steno Signals #122 – Markets have abandoned the cutting narrative (outside of EZ)

Steno Signals #121: Whatever It Takes—In the US, but NOT in China

Steno Signals #120 – Liquidity and rate cuts are incoming in an already OK economy

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Happy Sunday from Copenhagen.</li><li>Stocks like MicroStrategy and Tesla are starting to trade as if they have sniffed out an upcoming liquidity bazooka.</li><li>While it remains to be seen, markets have clearly been front-loading such bets in recent years as liquidity analysis has become democratized.</li></ul>

Happy Sunday from Copenhagen.Stocks like MicroStrategy and Tesla are starting to trade as if they have sniffed out an upcoming liquidity bazooka.While it remains to be seen, markets have clearly been front-loading such bets in recent years as liquidity analysis has become democratized.

Steno Signals #123 – The market is sniffing out a big liquidity increase